Pinned ideas

PINNED Check for duplicate decedent names.

We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...

Case Management

Showing 542

2 VOTE

Additional Injection/Drainage Method

On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...

Guest 9 months ago in Case Management / Care Center 0 Already exists

1 VOTE

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...

Jennifer Jenson 4 months ago in Case Management / Documents 0 Future consideration

1 VOTE

addition

Could you add the full contact info for the the primary purchaser on the case summary page. Right now it looks like the address and zip code is missing. Thank You. Mark olson

Guest 5 months ago in Case Management 0 Future consideration

2 VOTE

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.

Julie Hofmann 9 months ago in Case Management / Data Entry 0 Planned

4 VOTE

Have the option to show a payment as anonymous on the statement.

No description provided

Guest over 1 year ago in Case Management 0 Future consideration

2 VOTE

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...

Guest 9 months ago in Case Management / User Report 0 Future consideration

13 VOTE

Ability to text message families through Passare

The ability to text families through Passare would be awesome! Many families like to communicate this way but many funeral directors choose to not provide their cell phone numbers. If we had this ability through Passare that would be excellent and...

Product Team about 5 years ago in Case Management 2 Planned

1 VOTE

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.

Guest 5 months ago in Case Management / Case Identifier 0 Future consideration

1 VOTE

Recode the address input for the deceased so that the address can be input prior to having to select the country

Recode the address input for the deceased so that the address can be input prior to having to select the country.

Guest 5 months ago in Case Management 0 Future consideration

2 VOTE

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).

Jill Materia 10 months ago in Case Management 0 Future consideration

Please enter your email address

FILTER BY CATEGORY